RPG Family Wealth Advisory LLC

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Assets, Funds, Holdings

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RPG Family Wealth Advisory LLC
CRD #158528
SEC #801-72631
CIK #
AUM $250.2 MM (99% Disc, 99% US)
Employees13 (62% Investors, 0% Brokers)
Phone888-285-8600
Address25 Burlington Mall Road
Burlington, MA 01803
Source IAPDexternal Websiteexternal Twitterexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
X 3,470.0 5,545.4
CBRE 16,980.0 5,290.2
AAPL 843,560.0 5,247.3
URI 9,870.0 5,138.2
VLO 34,860.0 4,961.5
SEIC 7,830.0 4,887.7
USCR 697.8 4,840.5
PKG 9,240.0 4,543.9
AMZN 820,610.0 4,392.5
BXMT 4,230.0 4,139.1
View All
Holdings by Sector ($BB)
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